Purchases and Sales Made in Q2 2023 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
28+ 0.21% |
$2.73K - $2.81K
|
13.6K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
28+ 0.78% |
$2.73K - $2.81K
|
3.62K
$352K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
26+ 1.17% |
$2.53K - $2.61K
|
2.25K
$220K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
25+ 1.19% |
$2.44K - $2.51K
|
2.13K
$208K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
25+ 0.65% |
$2.44K - $2.51K
|
3.88K
$378K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
25+ 0.79% |
$2.44K - $2.51K
|
3.21K
$313K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
24+ 3.18% |
$2.34K - $2.41K
|
778
$75.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.74% |
$2.05K - $2.11K
|
2.85K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.25% |
$1.95K - $2.01K
|
8.04K
$783K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
20+ 0.36% |
$1.95K - $2.01K
|
5.64K
$549K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
20+ 0.23% |
$1.95K - $2.01K
|
8.61K
$839K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 2.23% |
$1.95K - $2.01K
|
917
$89.4K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
17+ 0.09% |
$1.66K - $1.71K
|
18.3K
$1.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
17+ 0.15% |
$1.66K - $1.71K
|
11.1K
$1.09M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 0.75% |
$1.66K - $1.71K
|
2.3K
$224K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
16+ 0.72% |
$1.56K - $1.61K
|
2.23K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
16+ 0.11% |
$1.56K - $1.61K
|
15K
$1.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
14+ 0.31% |
$1.36K - $1.41K
|
4.51K
$439K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 1.75% |
$1.27K - $1.31K
|
756
$73.7K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
13+ 0.38% |
$1.27K - $1.31K
|
3.39K
$330K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
12+ 0.26% |
$1.17K - $1.21K
|
4.66K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.26% |
$1.07K - $1.11K
|
4.29K
$418K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
9+ 0.25% |
$877 - $905
|
3.54K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9+ 0.19% |
$877 - $905
|
4.86K
$474K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
8+ 0.25% |
$780 - $804
|
3.24K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
7+ 0.02% |
$682 - $704
|
45.3K
$4.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 0.05% |
$585 - $603
|
12.3K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 2.88% |
$585 - $603
|
214
$20.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 1.76% |
$487 - $503
|
289
$28.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 4.9% |
$487 - $503
|
107
$10.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.39% |
$487 - $503
|
1.28K
$125K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
5+ 0.02% |
$487 - $503
|
27.7K
$2.7M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5+ 0.59% |
$487 - $503
|
846
$82.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 1.73% |
$390 - $402
|
235
$22.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.72% |
$390 - $402
|
561
$54.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.2% |
$292 - $302
|
1.54K
$150K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.33% |
$292 - $302
|
921
$89.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.04% |
$292 - $302
|
7.46K
$727K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3+ 0.07% |
$292 - $302
|
4.04K
$393K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
2+ 0.05% |
$195 - $201
|
4.05K
$395K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.63% |
$195 - $201
|
319
$31.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2+ 0.04% |
$195 - $201
|
4.76K
$463K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.14% |
$195 - $201
|
1.42K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.89% |
$195 - $201
|
226
$22K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.1% |
$97.5 - $101
|
1.01K
$98.4K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$97.5 - $101
|
3.29K
$321K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$97.5 - $101
|
4.24K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$97.5 - $101
|
2.09K
$203K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.16% |
$97.5 - $101
|
613
$59.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 0.16% |
$195 - $201
|
1.27K
$124K
|